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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,476 | $127,100-54.8% | $105,738-45.6% | $135,382-57.5% |
| Participation rate | 94.4% | 82.7%+11.7pp | 76.3%+18.1pp | 82.6%+11.8pp |
| Annual return | 9.93% | 4.49%+5.4pp | 6.27%+3.7pp | 519.77%-509.8pp |
| Employer contribution / active EE | $3,576 | $4,107-12.9% | $3,268+9.4% | $4,779-25.2% |
| Participant deferral / active EE | $5,871 | $5,064+15.9% | $4,080+43.9% | $5,609+4.7% |
| Admin fee / account holder | $12,803 | $9,087+40.9% | $6,913+85.2% | $10,829+18.2% |